For Growth Teams · 50–150 Clients

Grow Your Client Base, Not Your Headcount

Taking on more clients should not mean staying late every Friday. Automate your delivery workflow from day one and scale without the growing pains.

Growing Pains That Hold You Back

With 3–8 team members managing 50–150 clients, every manual step becomes a bottleneck that limits your growth.

Manual Bottlenecks

Every new client means more files to handle, more folders to create, and more time spent on tasks that do not scale. Your team hits a ceiling.

GL Formatting Errors

Each client has different GL format requirements. Manual transformations lead to errors that erode trust and create rework.

No Delivery Traceability

When a client asks "did you send my report?" you have no quick way to answer. Digging through email threads wastes everyone's time.

Everything You Need to Scale Confidently

WhizFlow gives growing teams professional-grade automation without the complexity of large-enterprise software.

Simple Setup

No complex IT project. Create a tenant, add your clients, configure delivery preferences, and start processing files in under an hour.

Automated Delivery

Files are picked up, encrypted, and delivered to every client automatically. Set schedules, define rules once, and let WhizFlow handle the rest.

GL Transformation

Define GL format mappings per client and let WhizFlow transform files automatically. No more manual reformatting or copy-paste errors.

Proof of Delivery

Every delivery is logged with timestamps, recipients, and status. When a client asks if their report was sent, you have the answer in seconds.

AES-256 Encryption, Built In

AES-256 encryption, per-client password rules, and full immutable audit trails. Deliver professionally secured reports from day one.

Pay As You Grow

Flexible pricing that makes sense for your size today and scales with you. You do not pay for features you do not need yet.

How WhizFlow Helps You Grow

Take on 2x the clients without adding ops headcount
Onboard new clients in minutes, not days
Eliminate GL formatting errors with automated transformations
Build client trust with secure, on-time, trackable deliveries
Free your team to focus on advisory work, not file management
Start small and upgrade as your business grows

Up and Running in Three Steps

1

Create Your Tenant

Sign up, name your organization, and invite your team members.

2

Add Your Clients

Configure each client's delivery preferences, encryption rules, and GL formats.

3

Start Delivering

Drop files into your SFTP folder and WhizFlow handles everything from there.

Ready to Grow Without the Growing Pains?

See how WhizFlow helps small teams deliver like large operations—without the overhead.